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Finance & Billing
Connecting a payment gateway
Invoice generation, payment collections, and reconciliation. Use this page as a quick-reference checklist, then open the full documentation for the complete workflow and latest implementation details.
Recommended checklist
- Verify the billing configuration needed for "Connecting a payment gateway".
- Confirm payment gateways, reminder rules, and invoice visibility for the right team members.
- Export a test report so finance and operations can reconcile the same records.